Advanced filters

Advanced filters can provide more refined results within a report or when tracking claims. For example, use advanced filters to isolate claims that share similar characteristics or to provide detail on more specific scenarios.

Note the following about advanced filters:

• The Advanced Filters feature allows you to create detailed filters using a large number and wide variety of criteria, so be sure of what you want the filter to capture. You can start with broader criteria and then refine the filter until you obtain the results you want.

• Only one saved filter query at a time can be attached to a report.

• The default filter is the first filter found in the folder structure.

• Filters in Drill-Down Reports, Standard Reports, and Claim Tracking all reference the same saved filters. In Standard Reports, these are listed in the Filter drop-down of the Advanced Parameters section.

• Advanced filters can be edited from Drill-Down Reports.

• Some reports, such as Denials reports (in Standard Reports), do not support advanced filters.

• Depending on the type of filter criteria you select, filter options are displayed as either a library-style list or as parameter conditions:

  Library list

  Libraries are used when the criteria includes a limited, known set of possible values such as condition codes, bill codes, contracts, and so on. Libraries allow you to select from all records of that type in the database. In the following examples, the selected category is BillCode. All BillCodes in the system are available for selecting from the library list in the middle of the dialog.

  

  Example from Claim Tracking

  

  Example from Standard Reports

  Parameter Conditions

  Parameter conditions are used when the criteria include a set of possible values too broad for a library. For example, a patient’s date of birth, a balance due, or a claim number. Parameter conditions include comparison operators (>=, <=, >, <, =, <>) and logical operators (AND, OR). You can use the comparison operators alone to select specific data, such as Admit Date = 1/1/22, or you can combine them with logical operators to create search conditions that filter the data to a specific range: Admit Date >= 3/1/2021 AND <= 8/31/2021.

  

  Example from Claim Tracking

  

  Example from Standard Reports

You can apply advanced filters to Standard Reports, Drill-Down Reports, and Claim Tracking.